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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1476	MC Mathes Company New York	$18.4M	-$142K	5	10.11%	Reduced
1477	Washington Trust Bank Spokane, Washington	$18.3M	-$397K	12	4.13%	Reduced
1478	DCM Dynamic Capital Management St. Helier, Jersey	$18.3M	+$5.33M	5	1.96%	Increased
1479	AIC Argus Investors Counsel New York	$18.3M	-$168K	4	7.64%	Reduced
1480	AIA Affinity Investment Advisors Newport Beach, California	$18.3M	-$3.01M	3	1.72%	Reduced
1481	Giverny Capital Montreal, Quebec, Canada	$18.2M	+$931K	2	3.08%	Increased
1482	PCM Prime Capital Management Hong Kong	$18.2M	+$16.2M	2	11.76%	Increased
1483	SIMC Stillwater Investment Management (California) Palo Alto, California	$18.1M	+$18.5M	2	5.29%	New
1484	Traynor Capital Management Malvern, Pennsylvania	$18.1M	+$1.06M	4	12.03%	Increased
1485	KCP KDI Capital Partners Raleigh, North Carolina	$18.1M	+$844K	3	5.83%	Increased
1486	MIM Montgomery Investment Management Rockville, Maryland	$18.1M	+$275K	3	7.78%	Increased
1487	Martin & Co Knoxville, Tennessee	$18M	-$287K	5	5.85%	Reduced
1488	Mitchell Capital Management Leawood, Kansas	$18M	+$5.66M	3	6.84%	Increased
1489	Sigma Planning Corp Ann Arbor, Michigan	$18M	+$1.61M	8	1.97%	Increased
1490	Nuveen Fund Advisors Chicago, Illinois	$18M	-$4.47M	7	2.6%	Reduced
1491	Southeast Asset Advisors Thomasville, Georgia	$18M	-$187K	3	5.67%	Reduced
1492	Granite Investment Advisors Concord, New Hampshire	$17.9M	+$955K	5	3.67%	Increased
1493	DR Davis Rea Toronto, Ontario, Canada	$17.9M	+$5.72M	4	12.74%	Increased
1494	CCM Cohen Capital Management Corte Madera, California	$17.9M	-$110K	4	4.87%	Reduced
1495	CEI Clark Estates Inc New York	$17.8M	-$478K	2	3%	Reduced
1496	BRA Bender Robert & Associates Pasadena, California	$17.8M	-$481K	4	12.59%	Reduced
1497	CCA Covey Capital Advisors Atlanta, Georgia	$17.7M	-$1.83M	2	10.19%	Reduced
1498	Dorsey & Whitney Trust Sioux Falls, South Dakota	$17.7M	+$468K	8	4.03%	Increased
1499	First Financial Bank - Trust Division Hamilton, Ohio	$17.7M	-$352K	5	3.47%	Reduced
1500	SAM Shikiar Asset Management New York	$17.6M	-$112K	3	7.73%	Reduced